Calum Moats Bashford
Investment adviser representative at Xcelsior Advisor Partners LLC
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Xcelsior Advisor Partners LLCMar 2025 to now
- Excelsior Advisor NetworkMar 2025 to now
- Excelsior Wealth Management LLCFeb 2024 to Nov 2025
- Fidelity InvestmentsApr 2022 to Feb 2024
- UnemployedJan 2022 to Apr 2022
- Ulwelling Law, ApcOct 2020 to Jan 2022
- University of Chicago, Illinois School of LawSep 2020 to Oct 2020
- Hughes IrrigationMar 2020 to Sep 2020
- Muir Law OfficeJun 2018 to Mar 2020
- Chicagoland Eco-friendly ConstructionMay 2018 to Mar 2020
- Chicagoland Eco-friendly ConstructionMay 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Xcelsior Advisor Partners LLC
$2.5BAssets managed
1,501Clients
21Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7539024
- Firm CRD
- 334779